Sheldon Bailey

Covering stocks in the $QQQ and $SPY
Encouraging investors to stay in for the long term

[Sheldon Bailey @Sheldonbnola]

$CRWV Q2 Earnings:

Revenue: $2.57 billion vs. $2.56 billion expected
EPS: loss of $1.14 vs. loss of $1.47 expected

The stock is finally going higher on earnings.

[Sheldon Bailey @Sheldonbnola]

Market Recap:

Stocks close the day lower ahead of a major earnings week for small caps:

🔴 $QQQ : -0.34%
🔴 $SPY : -0.32%
🔴 $DIA : -0.30

$AXON was the best performer in the Nasdaq
$KKR was the best performer in the S&P500
$HD was the best performer in the DOW

$APP was the worst performer in the Nasdaq
$APP was the worst performer in the S&P500
$HON was the worst performer in the DOW

Key after-market earnings include $CRWV $LITE & $SMCI

Key pre-market earnings include $NBIS & $AMCR

[Sheldon Bailey @Sheldonbnola]

@Spybef0rey0ubuy I would like to say so, but I would like to see $CRWV catch up a bit

[Sheldon Bailey @Sheldonbnola]

@Mr_Derivatives Now is the time when the margin story for $CRWV gets better. My bet would be on a green reaction.

[Sheldon Bailey @Sheldonbnola]

@cmsinvests I was waiting for them to fall below $100 but now might be the time to buy after that great quarter they had.

[Sheldon Bailey @Sheldonbnola]

@JonkooTrades I have no doubt $NBIS will announce a blowout quarter. The question is how does the market take it

[Sheldon Bailey @Sheldonbnola]

@FIREDUpWealth I still think $CRWV has a lot more room to run, and don’t even get me started $META

[Sheldon Bailey @Sheldonbnola]

@amitisinvesting The market is turning back towards software. $PLTR $NOW $ $CRWD have all done in recent time, and the smart money is rotating with the market.

[Sheldon Bailey @Sheldonbnola]

@mdnghtmss Best idea I have heard all year

[Sheldon Bailey @Sheldonbnola]

$PLTR just turned green YTD. Well deserved.

[Sheldon Bailey @Sheldonbnola]

$PLTR hit $170 today. Is the market taking it to $200?

[Sheldon Bailey @Sheldonbnola]

Drown out the market noise. Trust your thesis, and have high conviction.

[Sheldon Bailey @Sheldonbnola]

@EndicottInvests Same, the thesis on $NBIS doesn’t change just because Burry shorted it. People have to learn to drown out the market noise

[Sheldon Bailey @Sheldonbnola]

@EndicottInvests Same, the thesis on $NBIS doesn’t change just because Burry shorted it. People have to learn to drown out the market noise

[Sheldon Bailey @Sheldonbnola]

@retail_mourinho Ikr. He has got to be the stupidest person on Wall Street.

[Sheldon Bailey @Sheldonbnola]

@FIREDUpWealth 😂 one day they will learn of the buy low sell high concept.

[Sheldon Bailey @Sheldonbnola]

@antibearthesis Burry with his stupid antics

[Sheldon Bailey @Sheldonbnola]

$AAOI Q2 2026 Earnings:

- Revenue: $191.9 million vs. $191.31 million est. 🟢BEAT
- EPS: -$0.28 vs. $0.03 est. 🔴MISS
- Non-GAAP gross margins: 27.7% vs. 29% est. 🔴MISS
- CATV revenue: $107 million vs. $75 - $80 million est. 🟢BEAT

[Sheldon Bailey @Sheldonbnola]

Major Averages finish the day lower:

🔴 $QQQ: - 0.37%
🔴 $SPY : - 0.15%
🔴 $DIA : - 0.85%

The top performer in the NASDAQ was $ARM
The top performer in the S&P500 was $MSI
The top performer in the DOW was $DIS

[Sheldon Bailey @Sheldonbnola]

Wouldn't be surprised.

Tech hasn't even fully recovered yet.

[Kalshi @Kalshi]

JUST IN: Tom Lee says S&P 500 reaches 8,000 this month